How to Set Up Email in JobBag Using Office 365 (OAuth)

Email Integration with Office 365 Using OAuth in JobBag

JobBag supports email integration with Office 365 via OAuth authentication, enabling you to send invoices, purchase orders, payslips, and other emails directly from within JobBag. This process requires assistance from your Office 365 Administrator for initial setup.


Before You Start

You’ll need your Office 365 Administrator (IT) to initiate this integration. The administrator will provide their credentials during the setup process. This only needs to be done once for the entire organisation.


Steps to Set Up Office 365 Integration in JobBag:

  1. Navigate to:File > Preferences > JobBag Config > Email Settings
  2. Select: Office 365 (OAuth) option
  3. Click: Send Test Email
  4. Enter your user email address and password.
  5. Administrator Step: The Office 365 Administrator will need to enter their email address and Admin Password to authorize the connection for the organisation. (This step only needs to be done once.)
  6. Log out and log back in once more.
  7. Go back to Email Settings and click Send Test Email again to confirm the setup is working.

Important Notes:

  • Authentication Expiry:

    Users will need to authenticate every 24 hours when sending emails from JobBag. Microsoft enforces a 24-hour authentication limit.


FAQ

Q: Does JobBag use Microsoft MFA (Multi-Factor Authentication) when sending emails?

A: Yes, JobBag supports secure email integration with Office 365 using OAuth and Multi-Factor Authentication (MFA). To enable this, make sure MFA is enabled for your Office 365 account and that JobBag has permission as outlined in Step 5 above.


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